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Do You Need a Development Audit?

When is it time to bring in an outside professional to help assess your fundraising program? How do you know if your development efforts are in line with national averages? How do you measure success? How do you prove to your boss and your board that your efforts are paying off? This slide show outlines what is involved with a development audit, and why you might need one.

Do You Need a Development Audit?

2.
Why is it Important to Evaluate your
Development Program?
 Funding sources expect more bang for
their buck!
 Boards have greater expectations!
 Organizations often feel development
is “dispensable.”
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

3.
How Do You Evaluate Success?
 Development Audit
 Self Evaluation
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

4.
What Needs to Be Evaluated?
 Infrastructure:
 Software
 Policies and procedures
 Case for support
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

5.
What Needs to Be Evaluated?
 Donor Relations
 Do you communicate with donors when you’re not
asking for money?
 Do you let donors know how their money was used?
 Do you thank donors promptly and accurately?
 Do you recognize donors in meaningful ways?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

6.
What Needs to Be Evaluated?
 Awareness
 Does your community know your
organization?
 Is the media aware of your
organization?
 What tools do you use to create
awareness?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

7.
What Needs to Be Evaluated?
 Development Program
 Do you incorporate all types of fundraising?
 Do you measure how successful each type of
fundraising is?
 Do you incorporate this analysis into your
development plan?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

8.
What Needs to Be Evaluated?
 Human Resources—do you have the right people in
the right seats on the bus?
 Board
 Staff
 Volunteers
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

23.
Human Resources
 Staff
 Do you have enough people in
development?
 Do you provide training and support?
 Do you invest in staff?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

24.
Human Resources
 Volunteers
 How do you involve volunteers
in fundraising?
 Do you provide training and
support?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

33.
We Need a Development Audit,
but……..
 We can’t afford it (or can we afford
not to?)
 We don’t have the time.
 We want to do it ourselves.
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

34.
Hiring a Consultant to Do the Audit
 How much will it cost?
 How long will it take?
 What are the pros and cons?
 What is the role of staff if we hire a consultant?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

35.
What can we evaluate ourselves?
 Know your development history
 Review your strategic plan and your
development plan
 Do a SWOT analysis
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

37.
Review Your Strategic Plan
 Have you included
development strategies in
the plan?
 Are the goals realistic?
 Is the development plan
part of the strategic plan?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

38.
Review Your Development Plan
 Were the planning goals based on past
performance?
 Were there too many goals/too few?
 Did the entire development staff
participate in the planning process?
 Was the budget realistic?
 Was the timeline realistic?
 Were there sufficient human resources to
implement the plan?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

39.
Tools to Help
 Evaluation tool available at 4Good.org
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity